Finance volunteer volunteer jobs in London

St Anne's Church is seeking an Operations Manager to play a central role in the day-to-day running of our busy church and community spaces in the heart of Soho.

This is a varied and hands-on role combining administration, finance, facilities management, compliance, event support, and operational leadership. Working closely with the Rector, clergy, staff team, volunteers, and contractors, you will help ensure that the church's activities, buildings, systems, and resources are managed efficiently, safely, and sustainably.

The successful candidate will be highly organised, comfortable managing multiple priorities, and able to take initiative when faced with new challenges. They will enjoy working with people while also maintaining the systems and processes that enable a busy organisation to thrive.

For more information, please download the job pack.

To apply, please click the 'Redirect to recruiter' button.

Abeona Housing Co-operative is looking for a skilled administrator to join our small, close-knit team on a freelance, interim basis. This is a hands-on project role with real ownership and variety, working at the heart of a democratic, resident-led community.

Over three months, you will lead five defined projects to build Abeona's administrative and digital infrastructure, including a cloud filing migration and housing management software transition, alongside core day-to-day housing administration. You will work closely with our Finance Officer, Maintenance Manager, and volunteer committees, with a high degree of independence and the potential for a permanent role.

This is an ideal opportunity for an experienced administrator who wants meaningful work in a values-led organisation, without needing prior housing experience. We will provide full support on the co-operative structure and governance.

21 hours per week, Tuesday to Thursday preferred. £25 to £27 per hour depending on experience. Immediate start.

Following the initial three month term, there is a genuine opportunity for the right person to move into a permanent position with the co-operative.

Job Description

The Head of Delivery & Partnerships is a senior leadership role responsible for overseeing the 
successful implementation, quality of outcomes, and retention of DFN Project SEARCH programmes 
across the UK, the Republic of Ireland and Iberia, in line with our franchise agreement from Project 
SEARCH . This role leads the Delivery & Partnerships team, ensuring strategic alignment, excellence 
of delivery, and sustained impactful partnerships.
You will play a pivotal role in driving programme quality, ensuring retention, maintaining model 
fidelity, and ensuring high-quality outcomes for interns. Additionally, you will oversee the growth of 
our number of programmes, in line with our strategic regional and national plans. You will also 
contribute to the strategic direction of the organisation, working closely with cross-functional teams 
to maximise DFN Project SEARCH’s impact.
Regular travel throughout the UK will be required, with occasional travel to other areas of our delivery. 
In addition, occasional international travel may be required, for example to the annual conference in 
the United States.

Essential Experience and Skills
• A passion for changing the lives of young people with learning disabilities and / or who are 
autistic 
• Educated to degree level or relevant Professional Qualification 
• Highly motivated and organised self-starters with the ability to work under your own initiative 
• Strong understanding of supported employment, education, and local authority partnerships.
• Experience in project management, partnership development, and stakeholder engagement.
• Excellent communication, influencing, and negotiation skills.
• Experience using data systems and performance management tools.
• Experience delivering training and speaking at events or conferences.
• Understanding of SEND provision and funding arrangements in the UK (e.g., EHCPs, DWP, local 
authorities).
• Experience working with senior stakeholders via formal reporting mechanisms.
• Leadership experience managing people/teams.
• Financial literacy and experience managing budgets.

Desirable Experience and Qualifications
• Experience working with DFN Project SEARCH programmes or similar supported internship 
models.
• Experience in selling services or products and effective account management.
• Knowledge of safeguarding and health & safety in programme delivery.
• Knowledge and experience of using the Microsoft suite, in particular Outlook and Excel 
• Experience of using a CRM for administrative and reporting purposes

DFN Project SEARCH are committed to safeguarding and promoting the welfare of children, young 
people and adults and expects all staff and volunteers to share this commitment. This post is subject 
to an enhanced DBS disclosure. 

We particularly welcome applications from black, Asian and minority ethnic candidates, LGBTQ+ 
candidates, disabled candidates, and from men, because we would like to increase the 
representation of these groups at this level at DFN Project SEARCH.

-Interviews will take place on:
  1st round July 23rd and July 24th
  2nd and final round: July 31st
  Closing date: Sunday July 12th

-Start date - Asap

The purpose of this role is to:

• To assist the Finance Director in all areas of finance, health and safety and IT across the organisation.

• To support all staff members in enquiries and to offer assistance to the leadership team where needed.

• Observe confidentiality & complying with Mind in Tower Hamlets, Newham and Redbridge's policies & procedures

Crisis is the national charity for people experiencing homelessness. We have embarked on our 10 year strategy for ending homelessness. We know it is not inevitable. We know together we can end it.

Contract: 12-month fixed term contract

Location: Based in our London office – we are open to flexible working options, but expect to be in the office 2 days per week

About the role

Ivy Rock Partners are proud to be partnering with Crisis in their recruitment of a Director of Finance. The Director of Finance is responsible for providing strategic financial leadership, ensuring the long-term financial sustainability and resilience of the charity. You will lead financial strategy, governance, planning, reporting and control across a complex organisation with multiple income streams including fundraising, retail operations and charitable/service delivery activities.

The role will also lead a significant programme of finance transformation, including implementation of a new finance system to support organisational efficiency, insight and future growth.

Key Duties:

• Lead the development of the charity’s long-term financial strategy and annual financial planning process.
• Provide strategic financial advice and commercial insight to the SLT and Board of Trustees
• Lead the organisation’s finance transformation agenda, driving continuous improvement in financial processes, systems and ways of working.
• Lead financial appraisal of major projects, investments and transformation programmes.
• Oversee budgeting, forecasting and cashflow management processes.
• Lead external audit and year-end processes.
• Lead, motivate and develop the finance team.

About you

We are looking for a strong financial leader, who can lead through change, build strong and collaborative relationships across the organisation, and ensure that the team are able to deliver the financial management needed.

• Experience of senior financial leadership experience within a complex organisation.
• Experience of working with Boards, Committees and senior stakeholders.
• Experience of leading finance systems or transformation projects.
• Qualified accountant (ACA, ACCA, CIMA or equivalent).
• Applicants from all sectors are encouraged to apply. We would particularly welcome applications from candidates with experience in the charity, housing, public, or not-for-profit sectors, as well as commercial-sector candidates who can demonstrate a strong understanding of, and commitment to, the charity sector.

We believe diversity is a strength, and our aim is to make sure that Crisis truly reflects the communities we serve. We are actively working towards our organisation being a place where everyone can thrive and make their best contribution to our mission of ending homelessness for good. We know that the more perspectives, voices, and experiences we can bring to this work, the better. We particularly welcome applications from people who have lived experience of homelessness, and people from all marginalised groups, communities, and backgrounds.

Working at Crisis

Our values, Bold, Impactful, Collaborative and Equitable, are at the heart of everything we do as we continue in our mission to end homelessness.

Our staff, members and volunteers are vital to getting the right government policies in place, providing breakthrough services, and building a supportive community. We’ll lead by example to nurture a positive and ambitious workplace guided by ending homelessness.

As a member of the team, you will have access to a wide range of employee benefits including:

• Interest free loans for travel season ticket, cycle to work, and deposit to secure a tenancy
• Pension scheme with an employer contribution of 8.5%
• 28 days’ annual leave (pro rata) which increases with service to 31 days and the option to purchase up to 10 additional days leave
• Enhanced maternity, paternity, shared parental, and adoption pay.
• Wellbeing Leave to be used flexibly and more!

Alongside our excellent staff benefits, we will support your ongoing development to build your skills, experience, and career.

When you join us, you will have the opportunity to join our staff diversity networks, which aim to champion issues across the organisation, enable staff to be their authentic and best selves and contribute to making Crisis a truly diverse organisation.

Ivy Rock Partners is managing the process for this recruitment on behalf of Crisis. For further information, please apply or contact Holly Arrowsmith at Ivy Rock Partners for further details.

Closing date: Monday 22 June 2026, at 23:59pm
Interview date: W/C 29th June - Main panel and stakeholder panel interview

About the role

We are seeking a Branch Finance Manager to provide financial oversight, compliance support and business services across our national branch network and National Support Centre.

You will play a key role in ensuring strong financial control, accurate reporting and consistent compliance across branches, working closely with staff and volunteers to strengthen financial governance and operational effectiveness.

Alongside core finance responsibilities, the role supports wider business services including procurement, contracts, insurance, fleet and health & safety.

Key responsibilities

Branch finance & compliance

• Oversee branch financial returns, ensuring accuracy, timeliness and compliance
• Support financial analysis and modelling for branch activity and planning
• Provide guidance and training to branches and volunteers on financial systems and processes

Business services

• Support HR administration, insurance, data protection and facilities management
• Manage procurement and supplier contracts, ensuring value for money
• Support improvements to operational systems and processes

Governance & controls

• Maintain and support financial policies and compliance frameworks
• Assist with investigations into financial or compliance issues where required
• Support consistent financial controls across the branch network

Operational support

• Support stock management systems for retail, events and branch supplies
• Assist with health & safety compliance and assurance
• Support fleet management, including contracts, insurance and maintenance

About you

You are a qualified or part-qualified accountant (ACA, ACCA, CIMA, CIPFA, MAAT or equivalent) with strong experience in financial management, control and reporting.

You will bring:

• Experience in management accounting and financial analysis
• Understanding of charity finance and SORP (desirable)
• Experience supporting compliance and operational processes
• Strong communication skills with non-finance stakeholders
• A practical, solutions-focused and analytical approach
• Confidence working across teams, branches and volunteers

You will be:

• Organised, proactive and detail-focused
• Comfortable in a hands-on, operational role
• Collaborative and able to influence across a wide network
• Motivated by improving systems and organisational effectiveness
• Flexible and willing to support wider organisational needs
• Able to facilitate good working relationships with a varierty of people and personalities

Why join us

This is an opportunity to play a central role in strengthening financial governance and operational effectiveness across a national charity, directly supporting improved outcomes for retired racing greyhounds across the UK.

Orion Education is seeking an exceptional Chief Finance Officer to help shape the next stage of the Trust’s development. This is a pivotal executive leadership role at a critical moment for a forward-looking, values-led organisation with eight schools across Bromley and Kent.

Orion is driven by a clear mission: to improve outcomes, transform lives and enable social mobility. Its work is underpinned by the values of trust, kindness and endeavour, and by a belief that strong culture, academic rigour and excellent leadership can make a lasting difference for young people and their communities.

Working closely with the Chief Executive Officer, Board of Trustees and wider Executive Leadership Team, the CFO will provide clear, disciplined and strategic financial leadership across the Trust. You will ensure that Orion has the financial strategy, systems, governance and decision-making capability required to support sustainable growth, operational resilience and improved outcomes for pupils, particularly those who are most disadvantaged.

Key responsibilities will include:

• Leading the Trust’s long-term financial strategy, planning, budgeting and forecasting.
• Providing high-quality financial insight to the CEO, Board and Executive Leadership Team.
• Ensuring robust financial governance, compliance, risk management and assurance.
• Overseeing statutory reporting, audit, cashflow, financial controls and regulatory requirements.
• Implementing curriculum-led financial planning across the Trust.
• Supporting school and Trust leaders to make evidence-informed decisions about staffing, resources and investment.
• Driving value for money through procurement, contract management, systems improvement and standardisation.
• Building financial frameworks that support sustainable growth and potential future school integration.
• Developing finance colleagues and contributing to a strong, collaborative and accountable culture.

This is a role for a finance leader who can operate with both strategic ambition and practical grip. You will be able to translate complex financial information into clear advice, build confidence among non-finance leaders, and ensure that resources are aligned to educational priorities.

We are looking for someone who can bring:

• Professional accountancy qualification and significant senior finance leadership experience.
• A strong track record in financial strategy, planning, control and governance.
• Experience of operating at executive or board level in a complex organisation.
• The ability to manage significant budgets, risk and resources with confidence.
• Strong judgement, integrity and accountability.
• Excellent communication skills and the ability to influence a wide range of stakeholders.
• A values-led approach, with the ability to build trust and develop others.
• Commitment to Orion’s mission, values and ambition for young people.

Just as importantly, you will be a leader with cultural tenacity, accountability with purpose, imaginative intelligence and the capacity to connect with colleagues, pupils, communities and partners.

In return, Orion offers:

• A senior executive role with real strategic influence.
• The opportunity to join an ambitious Trust at an exciting stage of development.
• Competitive salary of up to £125,000 per annum.
• Pension provision and a strong commitment to professional development.
• A culture that places wellbeing, inclusion and belonging at its heart.
• The chance to make a lasting contribution to pupils, schools and communities.

Orion Education is committed to safeguarding and promoting the welfare of young people and expects all staff and volunteers to share this commitment. The Trust is fully committed to equality, diversity and inclusion.

For a confidential conversation, please contact Phil Southern at Ivy Rock Partners.

Finance Assistant - Quakers in London (QiL)

Are you an organised financial administrator looking for a role in a dynamic, values-based charity?

• London based

• Full time

• Continuing contract 

• Salary £33,000–£35,000 depending on experience

• Start Date September 2026 

Eight Quaker charities in London are merging at the end of 2026.

We are seeking a Finance Assistant to work alongside the Senior Finance Manager as this merger takes place and to support QiL longterm. As the Finance Assistant, you will be responsible for the day-to-day financial processing and reporting for QiL, supporting both centrally managed and locally managed Local Meetings. You will  be an integral part of the finance team.

You do not need to be a Quaker, or to have previous experience of Quaker structures, to apply. But you will need to be able to work within a values-led organisation, and work alongside those appointed to volunteer roles. 

The successful candidate will have experience in financial administration, bookkeeping, or accounts processing.They will also have excellent attention to detail and organisational skills and strong numerical and IT skills, including proficiency with spreadsheets and finance systems. They will combine these skills with the ability to work effectively independently, in a team and with a broader community, including the ability to communicate financial matters to non-specialists.

Find the application pack, including more information about the role and Quakers on the Quakers in London website. 

Closing date: 28 June 2026 

Main Duties & Responsibilities

Volunteer Recruitment & Onboarding

• Lead end-to-end recruitment and onboarding of volunteers across all Hospice roles, including clinical, wellbeing, family support, retail, fundraising, finance, facilities and administrative roles.
• Deliver a high-quality, seamless onboarding experience for volunteer applicants.
• Co-deliver monthly Introduction to Volunteering sessions, including follow-up engagement.
• Maintain effective recruitment pipelines to meet service needs.
• Support with recruitment campaigns for high priority volunteering roles.

Compliance & Governance

• Oversee volunteer compliance, ensuring volunteers, where required:
  • Have satisfactory references
  • Are DBS-checked
  • Complete and refresh mandatory training, including face-to-face safeguarding and relevant onboarding training via departments
• Maintain accurate compliance records within CRM systems.
• Monitor and report on DBS and safeguarding renewals, liaising with volunteers, team leaders and the education team.
• Ensure adherence to Hospice policies, legal requirements and best practice

Volunteer Operations & Service Delivery

• Provide front line guidance and advice on volunteer involvement and best practice to volunteer involving teams.
• Work with education team to co-facilitate Hospice Connections training sessions where required.
• Build strong cross-departmental relationships to align volunteering with organisational priorities.
• Demonstrate a thorough understanding of the volunteer lifecycle and provide guidance and support to managers in planning volunteer requirements, recruitment, onboarding, induction, training, ongoing supervision, recognition, development, issue resolution, and volunteer exit processes.
• Part of the People Team office cover answering telephone, email and in person queries or directing the enquiry to the right place to be resolved. This includes monitoring the volunteering and volunteer reference and volunteer rota inboxes.
• Arrange regular meetings with Hospice volunteer managers to:
  • Review volunteer pipelines and activity
  • Analyse data and service needs
  • Identify opportunities for collaboration and service improvement
• Be a main point of contact for volunteers in key operational roles (e.g. IPU Kitchen, Meet & Greet), including recruitment, onboarding, supervision, and ongoing support

• Organise IPU volunteer rota planning and management (forward planning and weekly), ensuring adequate cover and resolving last-minute gaps, arranging shadow shifts and organising mentor allocation.
• Manage and organise tasks for admin volunteers within the Voluntary Services team.

Volunteer Engagement & Experience

• Support with the planning and delivery of an annual programme of volunteer engagement events (e.g. Sunday lunches, feedback forums, seasonal events): Coordinate event logistics including communications, RSVPs, venues, catering and health & safety.
• Actively gather, review and respond to volunteer feedback to continuously improve the volunteer experience.
• Coordinate and support volunteer communications across the organisation, including the production and distribution of the monthly volunteer bulletin and volunteer updates.
• Foster a positive, inclusive and motivating environment for volunteers.

Data, Systems & Continuous Improvement

• Maintain high standards of data accuracy across volunteer systems and records.
• Use data insights to inform planning and improve service delivery.
• Identify and suggest improvements to volunteer processes, including onboarding and rota systems.

General Responsibilities

• Represent the Hospice and uphold its values and reputation at all times.
• Support organisational income generation activities where appropriate.
• Identify and engage in continuous professional development opportunities, sharing learning with colleagues.
• Contribute to ongoing service improvement across volunteering and wider Hospice operations.

Qualifications, Skills, Experience, Knowledge & Approach

Essential

• Demonstrable experience in volunteer coordination or management
• Experience overseeing compliance processes (e.g. DBS, safeguarding, governance)
• Experience managing rotas, logistics or service delivery functions
• Demonstrated experience coordinating volunteer recruitment and onboarding processes
• A strong understanding of volunteer management best practice, including relevant legislation, policies, compliance requirements, safeguarding, DBS processes, and governance.
• Awareness of developments within the voluntary sector and hospice volunteering to ensure organisational practices remain current, effective, and compliant.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and database management
• Strong analytical, planning, and organisational skills
• Excellent verbal and written communication, diplomacy, and problem-solving ability
• Ability to manage competing priorities and work independently in a fast-paced environment
• Proven stakeholder management and relationship-building skills
• Proven ability to meet recruitment targets across multiple service areas

Desirable

• Experience in healthcare, hospice or charity sector
• Experience facilitating training or group sessions
• Knowledge of EDI principles and inclusive volunteering practices

· Proven experience of working in diverse communities

Communication

· Excellent customer care skills – understands importance of good customer engagement & able to build strong working relationships 

• Good team player who is willing to support others/learn new skills 
• Able to communicate sensitively and understand boundaries of working with volunteers
• Excellent verbal, written, and digital communication skills
• Compassionate, emotionally intelligent, and able to communicate sensitively
• Confident and persuasive communicator, able to represent Voluntary Services in meetings and in conversations with Heads of Services
• Strong interpersonal skills to build collaborative relationships across teams

Decision Making

· Maintain confidentiality at all times 

· Proactive, solutions-focused, and accountable for outcomes

· Strong attention to detail and ability to drive multiple projects concurrently.

• Confident decision-maker with sound judgement

Mental & Physical Considerations, working conditions and environment

· Commitment to the aims, ethos and values of the Hospice

· Keen to develop self within role

· Ability to prioritise in the best interests of the organisation as a whole

· Willing and able to work as part of a team and independently using own initiative 

· Skilled in managing competing demands and expectations 

· Work with pace and accuracy 

· Ability to manage various tasks in a timely manner 

· Self-motivated and able to fulfil the job role with minimal supervision 

· Task driven – able to see processes through to competition 

· Ability to concentrate for sustained periods of time 

· Confident under pressure 

Health & Safety

· Understand and comply with all Health and Safety, Fire and Infection Control regulations

· Complete all mandatory training and ensure compliance of direct reports and contractors

Safeguarding

Act in a manner at all times to safeguard the interests of individual patients/clients and their  families and justify public trust and confidence in the Hospice of St Francis.

Senior Finance Manager  for Quakers in London (QiL)

Can you lead on financial management as eight Quaker charities in London merge?

• London based

• Full time

• Continuing contract 

• Salary £50,000–£65,000 depending on experience

• Start Date September 2026 

Eight Quaker charities in London are merging at the end of 2026.

We are seeking a Senior Finance Manager to support the merger, and - as a key member of the Management Team - ensure QiL’s success.  As Senior Finance Manager, you will ensure regulatory compliance, support strategic decision-making, provide professional oversight of income, expenditure, and investments, advise trustees and support the long-term sustainability of QiL and the effective functioning of Local Meetings (LMs). 

You do not need to be a Quaker, or to have previous experience of Quaker structures, to apply. But you will need to be able to work within a values-led organisation, use Quaker methods of decision making effectively, relate well to a wide range of people, and lead with integrity, care and sound judgement alongside those appointed to volunteer roles. 

Key Accountabilities:

• Financial Management and Reporting

• Strategic Planning

• Governance and Committee support 

• Local Meeting and Volunteer Support

• Contract and Line Management

• Organisational Leadership

To be considered, you must be qualified (ACCA, ACA, CIMA or equivalent) with strong financial management experience, ideally in the charity or non-profit sector. You must also have proven experience preparing statutory accounts and managing external audits, as well as having demonstrable strategic planning and financial analysis skills. 

Find the application pack, including more information about the role and Quakers on the Quakers in London website. 

Closing Date: 22 June 2026 

ROOTED FINANCE

Rooted Finance is a pioneering specialist debt and financial inclusion Charity based in London. We’re committed to making money and debt advice accessible, for everyone.

The people we work with come from all walks of life and so do we.

We employ advisers from all backgrounds, not just because it’s the right thing to do, but because we are the communities we serve. We provide quality debt and money advice services to help clients manage their finances and debts, protect their essential services; and safeguard their income and priority needs. Our services have never been more needed in an uncertain financial environment.

Rooted Finance is expanding its team and is looking for a full-time Money Guidance Officer. This is an exciting opportunity to join a dynamic and supportive team at a pivotal moment in our growth.

We are looking for someone who enjoys providing a first-class client satisfaction and support service. You will work closely with our Advice team to ensure clients are accessing support through engagement activities and that they are able to progress their debt advice journey smoothly.

You will be the interface for advisers to ensure documentation and tasks are completed in a timely manner or the clients you are supporting. The post-holder will need to be comfortable interacting with a variety of audiences – advisers, clients and partner organisations, and enjoy supporting people to progress through their advice journey.

You will have strong administrative, research and data skills, excellent communication and critical-thinking skills, and should be flexible and capable of working independently and as part of a team.

The post holder will be part of a small team and need to be a proven self-starter. The team language is English, and Rooted Finance is an Equal Opportunities employer.

JOB DESCRIPTION

Job : Title Money Guidance Officer

Salary: £28,000

Hours: 35 Hours per week 

Benefits: 25 days annual leave plus bank holidays Day of leave on your birthday Additional day of leave for each year of service up to 35 days 3% Pension contribution stakeholder pension £200 home-office equipment allowance Costco membership. Employee Assistance Programme Hybrid and flexible working arrangements available and agreed according to business needs 

Contract: Permanent/Fixed Term (subject to funding) 

Location: Rooted Finance delivers primarily an in-person service, postholder will be required to attend outreach locations/RF office. Hybrid arrangement with remote working will be incorporated where possible based on business demands.

Purpose of the Job

Rooted Finance provides client focused and impact driven services. The ability to provide first class advisory and casework services that impact individuals, and the communities they live in, is fundamental to the way in which Rooted Finance provides transparent and evidence-based services.

RF is looking for a proven self-starter to support our advice services and preventative initiatives. You’ll be passionate about working with people and committed to delivering a high-quality community engagement and support program. You’ll be adept at delivering comprehensive support to individuals within diverse community settings.

You will be confident in working with community members to grow and develop projects to reach isolated individuals. Working flexibly across dates (including occasional weekend working), times and locations, responding to project and community needs as required.

The successful candidate will have excellent interpersonal skills and be able to work flexibly with clients. You will be meticulous in your work, especially when supporting clients and maintaining case records for continuity of ongoing support. You will be trained and expected to keep up to date with regards to legislation, case law and policy changes relating to debt and a working knowledge of welfare benefits as directed by Line Manager.

Training and development

Rooted Finance will provide internal and external training as appropriate. Continued professional development is fundamental to the values of Rooted Finance in building capacity amongst its team members.

Reporting

The post holder will report directly to the Advice Manager of Rooted Finance

Role Requirements

This role aims to address the additional barriers and needs faced by overindebted individual, ensuring they are supported in navigating these challenges and can focus on the debt advice process effectively. As a Money Engagement Officer you will work across our various community partners, delivering money mentoring support and income maximisation services to local communities with the aim of promoting financial resilience and wellbeing. You will also provide assist in collecting essential documents and information for advisers to progress their cases. You will maintain accurate client and project records and contribute/support Manager(s) with effective project monitoring and reporting. You will capture learning to share with project stakeholders to help inform Rooted Finance’s wider approach to financial inclusion services.

Key functions and impact of the role will include;

Outreach and Engagement: Actively engage overindebted individual through various outreach initiatives such as community events, workshops, and partnerships with local organisations to raise awareness about debt advice to encourage individuals to seek help early and facilitate this through practical 121 support.

Support and guidance: Provide ongoing support needs to keep people with money worries engaged in the debt advice journey. Often people struggling with money worries have additional barriers and needs, this role focuses on the 'support function' which will be available to help people navigate barriers so they can focus on the specialist debt advice needed and offered through Rooted Finance and other support services.

Referral and Collaboration: foster a cohesive relationship to build partnerships and to collaborate with debt advice services, community organisations, and other stakeholders to facilitate referrals and ensure a seamless transition into debt advice services. Maintain strong partnerships with service providers to enhance accessibility and support for individuals in need.

Empowerment and Education: Equip our services users by providing ‘digestible’ financial education, coaching, and advocacy to help them make informed decisions, improve their financial literacy, and build long-term financial resilience. Data Collection and Reporting: maintain accurate records of all outcomes, advocacy and support provided to all individuals, diligently record outcomes to track the effectiveness of the triage process and measure the impact of the engagement efforts on increasing access to debt advice and other services.

Duties & Responsibilities: The main duties will include

1. Work closely with RF advice team in identifying client’ needs to work together to implement a holistic approach to supporting individuals.

2. Manage a joint caseload with debt advisers to ensure successful engagement in the debt advice journey, monitor progress and maintain diligent records across all systems

3. Working closely with advisers to support their more vulnerable clients

4. Delivering both 121 and group sessions to build individuals’ financial knowledge and resilience.

5. Increasing the visibility and awareness of the advice services through external events and roadshows

6. Develop and maintain good working relationships with clients to facilitate engagement in debt advice journey by explaining and outlining what debt advice offers, support to engage in attending debt advice appointment, follow up with obtaining required documents, make effective referrals for additional services and provide on-going support.

7. Draw up a personalised plan supporting clients to access and engage with the extensive range of support available in the community. Actively connect clients with a wide variety of services through signposting for additional help around health, wellbeing, housing, welfare, immigration, social support and financial advice. 

8. Identify aftercare support to help individuals increase their ability around ongoing financial capability and literacy skills and to reduce further and future financial exclusions

9. Working with, and recruiting clients to, our Lived Experience Steering Committee

10. Provide one to one/group sessions to encourage and increase engagement in the debt advice service

11. Develop marketing and creative initiatives to promote and engage with service users to increase uptake in debt advice service and increase full journey completion.

12. Ensure all project monitoring requirements are adhered to and all learning (including risks and opportunities) is captured and recorded in a timely manner.

13. Perform consistent impact measurements on project components, including undertaking financial wellbeing checks before, during and after, beneficiary engagement with RF service in a non-intrusive manner

14. Actively participate in team meetings and work with colleagues and beneficiaries to further develop the project

15. Maintain effective communication between colleagues, stakeholders and beneficiaries at all times.

16. Undertake recommended and self-identified ongoing training and development to ensure gaps in knowledge/skills are acquired to meet requirement of the role and quality assurance processes in timely manner as directed by Supervisor/LM.

17. Work to an agreed work-plan, meeting targets on time and all required KPI

18. Work collaboratively to share good practice in performance and quality improvement with fellow advisers/wider team.

19. Ensure that all services comply with equal opportunities and other relevant policies and quality standards and good practice as outlined in organisational policies.

20. Ensure all work is fully compliant with Rooted Finance policies and procedures and Quality Standard

21. Ensure data protections regulations are adhered to and office procedures followed

22. Abide by all Health & Safety at Work Act procedures

23. Adhere to policy and procedures around safeguarding vulnerable adults at risk

24. Demonstrable understanding and application of the provisions of GDPR

25. Behave in a professional manner at all times

26. Act as an ambassador for Rooted Finance, reflecting the objectives and values, and to always work in the best interests of the charity.

Other 1. Undertake additional tasks as defined by Advice Manager of RF and senior management team.

PERSON SPECIFICATIONS

Qualification 

Desirable: Educated to a degree standard or equivalent. 

Essential: Relevant professional qualification (i.e.CMA Connect Money Mentor training)/ or equivalent gained through experience Evidence of continued professional development 

Skills

Desirable: Excellent understanding of the principles and current best practice in debt, financial capability and financial inclusion.

Essential: Knowledge and understanding of the welfare benefit system and experience of advising customers on benefits.Understanding and commitments to the aims, principles, values and quality standards of Rooted Finance services. Awareness of, and ability to, understand and empathise with clients from a diverse range of backgrounds and disadvantaged groups living in the community, in particular barriers faced by over-indebted and financially excluded communities. Ability to use sensitive listening and questioning skills to get to the root of the issues and empower clients Ability to remain non-judgmental and apply active listening Ability to provide outstanding customer service Good communications skills – including written and personal presentation skills. Ability to give and receive feedback objectively and sensitively, and work as part of a team and be open to learning from others. Ability to manage own time and meet deadlines.High standard of numeracy and computer skills, specifically IT skills with a strong command of the Microsoft Office suite with an ability to understand and analyse complex financial and other numerical information Knowledge and experience of using case management systems to maintain accurate records Working in a small team and autonomously, experience of working in client facing role. A commitment to continuous professional development, including a willingness to develop knowledge and skills in advice topics

Experience 

Desirable: Experience of supporting and guiding junior team members (volunteer/trainee team members)

Essential: Experience of working directly in a community setting such as adult health and social care, learning support or information and advice settings Experience of gathering, providing and disseminating complex and sensitive information Experience of liaising with partner agencies; Excellent communication, negotiation and organisational skills; Commitment to working flexibly across all RF services, including evenings and weekends (TOIL applied)

OTHER:

This role will be subject to an enhanced DBS check Rooted Finance is registered with the Information Commissioner's Office and will process your personal data in accordance with the General Data Protection Regulation and Data Protection Act 2018. Please refer to our online Privacy Policy for more information on how your personal data will be processed and stored. This job description and personal specification does not form part of any contract.

About Us

Slade Gardens Community Play Association is a small registered charity that operates a 1.25-acre staffed adventure playground in the heart of Lambeth. Our open-access service welcomes children and young people aged 0-21, providing them with the freedom to come and go independently while enjoying a diverse and stimulating play environment designed to support exploration, creativity and development.

About the Role

This is a genuinely hands-on, hybrid role. In this small organisation, one person will carry operational playwork leadership alongside fundraising, safeguarding, finance, governance, line management and community partnership. If you’d love being out in the playground itself as much as building the plans and partnerships that keep it thriving, we would like to hear from you.

Please get in touch for the full job description, or if you have any questions. We look forward to hearing from you!

BMT is a small, agile charity growing its team, establishing a permanent office, and widening its national impact. This is a critical moment to join and help shape its future. We are seeking a proactive, collaborative senior leader who is equally comfortable with high-level direction and hands-on delivery - someone who gets things done, brings people with them, and acts consistently in the best interests of the organisation and the communities it serves. The COO will ensure BMT's finances, HR, operations, and administration run smoothly, whilst implementing robust systems and preparing the organisation for its next stage of growth.

About the British Muslim Trust

The British Muslim Trust is a UK-registered charity that provides confidential support and safe reporting for victims of anti‑Muslim hate across the UK, research and advocacy. BMT is dedicated to empowering communities through transformational support and to robustly monitor and record anti-Muslim hostility, hate crime and incidents. At the heart of the British Muslim Trust are grassroots communities around the country - the charity aims to connect with the most vulnerable - especially young people and women – who are most affected by anti-Muslim hostility.

Forest Farm Peace Garden is a small East London charity offering ecotherapy and community gardening to support people’s mental health and wellbeing.

We are looking for a strategic, hands‑on Director (21 hours per week) to lead our next chapter, working closely with a committed staff team, trustees and volunteers.

As Director you will hold overall responsibility for the charity’s vision, strategy and day‑to‑day operations, ensuring our programmes run safely, sustainably and in line with our values. You will lead on fundraising and finance, including developing and delivering a fundraising strategy, managing budgets and reporting to funders and the Board of Trustees.

You will line‑manage our Ecotherapy Worker, Gardener, and three sessional staff, nurture a positive, inclusive culture, and make sure staff and volunteers are supported to do their best work. Building relationships with local mental health services, community organisations and partners will be central to the role, helping us reach people who can benefit most from time in the garden.

This role would suit someone who enjoys combining strategic thinking with practical delivery in a small organisation, and who is confident working independently while collaborating closely with others. If you care about mental health, social justice and nature connection, and want to help a much‑loved local project thrive, we would love to hear from you.